Notification based on a contract date

Pipedrive Admin IT
edited July 20 in Sales CRM #1

Hi all, I want to set an alarm which notifies x months before a contract is finishing. Could you please provide any help on how to achieve it?

Thanks!

 

 

Comments

  • Kristiina Siegfried
    edited February 25 #2

    Hi! Do you use Zapier? We use Zapier for various automations and integrations, and have for example set a notification rule for expiring accounts/contracts to a Slack channel. We have a dedicated "Expiring accounts" channel in Slack, and a notification is being sent there x weeks before a contract is expiring. You could use it for email notifications as well if you prefer that. 

  • Pipedrive Admin IT
    edited May 2021 #3

    Hi! Do you use Zapier? We use Zapier for various automations and integrations, and have for example set a notification rule for expiring accounts/contracts to a Slack channel. We have a dedicated "Expiring accounts" channel in Slack, and a notification is being sent there x weeks before a contract is expiring. You could use it for email notifications as well if you prefer that. 

    Hi Kristiina, thanks for your reply. We do not use Zapier nor Slack. We use Microsfot Teams. Do you have an alternative  solution ? Regards!